Roger Bedillion is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Csenge Advisory Group since 2011 and has also been affiliated with Lion Street Financial since 2019. Bedillion is a licensed insurance agent and occasionally offers insurance products to clients. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm uses a rigorous relative-strength methodology combined with fundamental and technical analysis to construct portfolios primarily composed of mutual funds and ETFs, customizing allocations to meet client goals.

Douglas Callan is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at XML Financial Group and XML Securities, where he has worked since 2022. Prior to that, he spent eight years with Wells Fargo Advisors Financial Network, LLC. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Kevin Brey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His prior roles include positions at TIAA-CREF, Advice and Planning Services, and Morgan Stanley. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside quantitative metrics and dynamic rebalancing.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.

Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.

Nicholas Sabo is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 65 designation and six years of industry experience. He previously worked at Dunbar Bender & Zapf and Duquesne University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment vehicles, including specialized exposures and consolidated reporting tools.

Meg Ryan is a financial advisor at Independence Square Holdings, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial, Private Advisor Group, MetLife Securities, and New England Securities. Outside of her advisory role, she is involved in sales through Corpay. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a range of investment strategies incorporating fundamental, quantitative, technical, and modern portfolio theory approaches, combining in-house portfolio management with third-party manager selection and digital tools.

Anthony Cottone is a financial advisor at Waverly Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Forefront Wealth Management, Cottone Capital, LLC, and Meridian Capital Partners, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm employs both discretionary and non-discretionary portfolio management strategies, integrating traditional equity and fixed-income with alternative and private-market allocations.

Steven Bachmann is an advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has experience in roles including law enforcement and insurance consulting prior to entering the financial advisory field. Bachmann is also involved in community outreach through his work with the Morris County Sheriff's Office, assisting vulnerable populations via the Hope One program. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining both passive and active investment strategies and maintaining affiliations with multiple custodians and platforms.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.

Joseph Sarappo is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LaSalle St. since 2021 and is also president of Sarappo's Pizza, a family-owned pizza restaurant business. Additionally, Sarappo serves as president and CEO of Retirement Planning Specialists, Inc., a registered investment advisor. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and oversees a significant amount of non-discretionary assets, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Jordan Sowhangar is a CFP® with 12 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to investment activities. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and diversified investment strategies to tailor portfolios to client objectives.

Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across various asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer services with clearing, custody, and prime services related to commodities and derivatives.

Thomas Hellings is a financial advisor with Girard Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked within affiliated firms including Girard Pension Services, Girard Advisory Services (formerly Girard Partners), and Girard Investment Services (formerly Univest Investments) since 2013. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification, employing a proprietary research process and an Investment Committee to tailor portfolios, while offering discretionary and non-discretionary management and specialized strategies supported by its structure as a subsidiary of Univest Bank and Trust Co.

Robert Friedman is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a range of in-house model portfolios and access to third-party managers, employing various investment strategies to accommodate different risk profiles.

Francis Lapowsky is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional advisor-facing services.

Victoria Mercado is a financial advisor at Summit Financial, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Summit Financial, she worked at Kutztown University and was involved with the 1760 Pub and Grill. Additionally, she offers insurance brokerage services through multiple insurance companies, earning compensation based on sales of these products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides investment advisory, portfolio management, financial planning, and retirement plan advisory services through a mix of discretionary and consultative platforms.

Ross Cohn is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sage Financial Group Inc. since 2021 and previously held roles at UBS Financial Services, PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering both discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with services that include family office support and management of affiliated private pooled real-estate funds.

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.